ITC Ltd. key Products/Revenue Segments include Packaged Food Item, Agricultural Products, Paper & Paper Boards, Others, Tobacco Unmanufactured, Service (Hotel), Printed Materials, Other Operating Revenue for the year ending 31-Mar-2022.

Mahindra CIE Automotive Ltd., incorporated in the year 1999, is a Mid Cap company (having a market cap of Rs 12217.81 Crore) operating in Auto Ancillaries sector.

Larsen & Toubro Ltd., incorporated in the year 1946, is a Large Cap company (having a market cap of Rs 294300.64 Crore) operating in Construction sector.

Gokaldas Exports Ltd. key Products/Revenue Segments include Textile Apparels, Export Incentives, Scrap, Job Work for the year ending 31-Mar-2021.

Oil And Natural Gas Corporation Ltd., incorporated in the year 1993, is a Large Cap company (having a market cap of Rs 177759.35 Crore) operating in Gas & Petroleum sector.

Garden Reach Shipbuilders & Engineers Ltd., incorporated in the year 1934, is a Small Cap company (having a market cap of Rs 5193.21 Crore) operating in Shipping sector.

Poonawalla Fincorp Ltd. key Products/Revenue Segments include Interest, Fees & Commission Income, Rental Income, Income From Sale Of Share & Securities for the year ending 31-Mar-2022.

Nitin Spinners Ltd. key Products/Revenue Segments include Yarn, Fabric, Others, Other Operating Revenue, Sale of services for the year ending 31-Mar-2022.

Vardhman Textiles Ltd., incorporated in the year 1973, is a Mid Cap company (having a market cap of Rs 9173.97 Crore) operating in Textiles sector.

Bharti Airtel Ltd. key Products/Revenue Segments include Service Revenue and Sale of Products for the year ending 31-Mar-2022.

Godrej Consumer Products Ltd., incorporated in the year 2000, is a Large Cap company (having a market cap of Rs 90298.67 Crore) operating in FMCG sector.

Bajaj Auto Ltd., incorporated in the year 2007, is a Large Cap company (having a market cap of Rs 100768.72 Crore) operating in Auto sector.

Dr. Reddy's Laboratories Ltd., incorporated in the year 1984, is a Large Cap company (having a market cap of Rs 70725.01 Crore) operating in Pharmaceuticals sector.

Bank of Baroda, incorporated in the year 1911, is a banking company (having a market cap of Rs 91584.82 Crore).

The stock trades at 10/8.7x its FY2023/FY2024E EV/EBIDTA.

A healthy balance sheet, low working capital and strong revenue/PAT CAGR of ~31%/~47% over FY22-25E justify its rich valuation. Recent correction is a good buying opportunity for long-term investors.

Nitin Spinners is expanding spinning capacity by ~40% over the next 12/15 months.

Shriram Finance, incorporated in the year 1979, is a Large Cap company (having a market cap of Rs 50248.14 Crore) operating in NBFC sector.

Promoters held 62.91% as of June 2022 quarter, while FIIs owned 7.51 per cent and DIIs 16.5 per cent.

Gokaldas continues to expand its woven capacity and has entered the knitting space too, making it India’s best garments player.